Valley Wealth Managers’s State Street SPDR S&P Regional Banking ETF KRE Stock Holding History

Valley Wealth Managers’s Portfolio KRE Stock Details KRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$129K	Sell	1,860 -126,920	-99%	-$9.49M	0.01%	187
2026 Q2	$9.6M	Sell	128,780 -9,658	-7%	-$676K	0.56%	52
2026 Q1	$9.02M	Sell	138,438 -57,508	-29%	-$3.89M	0.58%	51
2025 Q4	$12.7M	Buy	195,946 +195,945	+19,594,500%	+$12.3M	0.81%	45
2025 Q3	$63	Hold	1	–	–	﹤0.01%	297
2025 Q2	$59	Sell	1 -455	-100%	-$25.3K	﹤0.01%	291
2025 Q1	$25.9K	Sell	456 -1	-0.2%	-$61	﹤0.01%	234
2024 Q4	$27.6K	Buy	457 +455	+22,750%	+$28.2K	﹤0.01%	244
2024 Q3	$113	Sell	2 -324	-99%	-$17.8K	﹤0.01%	386
2024 Q2	$16K	Hold	326	–	–	﹤0.01%	276
2024 Q1	$16.4K	Buy	326 +41	+14%	+$2.02K	﹤0.01%	250
2023 Q4	$14.9K	Hold	285	–	–	﹤0.01%	263
2023 Q3	$11.9K	Buy	+285	New	+$12.7K	﹤0.01%	283
2019 Q1	–	Sell	-14,296	Closed	-$669K	–	207
2018 Q4	$669K	Buy	+14,296	New	+$764K	0.09%	109

Other funds holding KRE

Community Trust & Investment Versailles, Kentucky $2.02B AUM 26.85% 1-Year Est. Return

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return

Genesee Capital Advisors Auburn, New York $318M AUM 26.07% 1-Year Est. Return

JCSD Capital Walnut Creek, California $63.9M AUM 0.62% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

Absolute Capital Management Pittsburgh, Pennsylvania $431M AUM 27.87% 1-Year Est. Return

Sweeney & Michel Chico, California $376M AUM 16.88% 1-Year Est. Return

CWA Asset Management Group Naples, Florida $3.39B AUM 25.16% 1-Year Est. Return

Grandview Asset Management Harrisburg, Pennsylvania $361M AUM 32.56% 1-Year Est. Return

Valley Wealth Managers's KRE Position: Q3 2026 in Review

Valley Wealth Managers reduced its State Street SPDR S&P Regional Banking ETF (KRE) stake by 99% in Q3 2026, selling an estimated $9.49M and leaving 1,860 shares worth $129K. The position accounts for 0.01% of the portfolio, ranked #187.

Valley Wealth Managers first reported a position in KRE in Q4 2018 and has held it in 14 quarters since. The position peaked at $12.7M in Q4 2025. 87 funds tracked by Wall St. Rank hold KRE as of Q3 2026.

Valley Wealth Managers held 1,860 shares of State Street SPDR S&P Regional Banking ETF worth $129K as of Q3 2026.
Valley Wealth Managers sold 126,920 State Street SPDR S&P Regional Banking ETF shares in Q3 2026, an estimated $9.49M.
State Street SPDR S&P Regional Banking ETF made up 0.01% of Valley Wealth Managers's portfolio in Q3 2026, its #187 holding.
Valley Wealth Managers first reported a position in State Street SPDR S&P Regional Banking ETF in Q4 2018 and has held it in 14 quarters since.
Valley Wealth Managers's State Street SPDR S&P Regional Banking ETF position peaked at $12.7M in Q4 2025.
87 funds tracked by Wall St. Rank held State Street SPDR S&P Regional Banking ETF as of Q3 2026.

Based on Valley Wealth Managers's 13F filing for Q3 2026, filed 9 Oct 2026.